Building profits: Hidden gems in the local construction industry

Loading player...

In light of Murry and Roberts securing a $200 million contract in Latin America Shaun Dendere from Trive Investments questions the value of holding listed construction stocks.
Frikkie van Loggerenberg, CEO of IFSA Private Equity, discusses the private equity boom and what to watch out for.
André Daniels from Tax Consulting SA outlines the implications for taxpayers following Christo Wiese and his associates' loss against Sars.

16 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The mispricing dilemma in African bond markets

‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.

23 Jun 2AM 6 min

SA retail stocks are ripe for the picking

Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa’s renewable energy sector. Dr Misheck Mutize from UCT’s Graduate School of Business on the mispricing…

23 Jun 1AM 20 min

[TOP STORY] How geopolitics could shape – or shatter – SA’s ESG trajectory

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.

20 Jun 2AM 9 min

Stadio gets a boost from flailing public sector

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains…

20 Jun 1AM 22 min

[TOP STORY] Where the rand and local bonds are headed

STANLIB’s Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.’

19 Jun 3AM 6 min

All episodes